Hat Tip: AD
Source: Exchange Filings of Jaipan Industries Ltd
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Author: Raoji
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Linkfest: 04 February,2022
Some stuff I am reading today morning:
Godrej Properties to invest 400 Cr in DB Realty (BT)
Adar Poonawalla’s diversification plans (Forbes)
Next Gen takes over in Emami (BS)
LIC ties up with Policy Bazaar (MC)
Stock Talk: Jubilant Foodworks (FE)
Sector Watch: Paints (Fortune)
Deep Dive: Spotify ( Patient Capital)
Markets are a beauty contest (Irrelevant Investor)
Fashion is just TikTok now (Verge)
You can’t buy past returns (MFO)
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Status Check : Public Sector Banks
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Sadhana Nitro: Quick Deal
Source: Exchange Filings of Sadhana Nitrochem Ltd
Interesting to see Promoters of Quick Heal Technologies Ltd invest 75 Cr in their personal capacity in Sadhana Nitrochem Ltd
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Linkfest: 03 February, 2022
Some stuff I am reading today morning:
Russia Crisis escalates (CNBC)
Competition Commission imposes hefty fines on Tyre Cos (CCI)
BPCL privatisation may be pushed to FY23 (BS)
Interview with Vallabh Bhanshali (ET Now)
How to pay taxes on Crypto (FE)
Thread: The harmful 1% TDS on Crypto (Naimish Sanghvi)
Crypto is a sign of an Economy in abundance (OReilly)
Gaming the Smiling Curve (Stratechery)
The Economics of Data Businesses (Abraham Thomas)
Fluke (Morgan Housel)